Capital Advisory Group Advisory Services, LLC Vanguard Dividend Appreciation Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	N/A	-238 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	N/A	238 New	238 $39,000
Q4 2021 Feb 15, 2022	SELL	N/A	-7,548 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	N/A	361 Added 5.02%	7,548 $1.16 Million
Q2 2021 Nov 12, 2021	SELL	N/A	-2,020 Reduced 21.94%	7,187 $1.11 Million
Q1 2021 May 14, 2021	SELL	N/A	-25,394 Reduced 73.39%	9,207 $1.35 Million
Q4 2020 Feb 18, 2021	BUY	N/A	2,269 Added 7.02%	34,601 $4.89 Million
Q3 2020 Nov 16, 2020	BUY	N/A	1,131 Added 3.62%	32,332 $4.16 Million
Q2 2020 Aug 14, 2020	BUY	N/A	2,629 Added 9.2%	31,201 $3.66 Million
Q1 2020 May 18, 2020	SELL	N/A	-10,786 Reduced 27.4%	28,572 $2.95 Million
Q4 2019 Feb 14, 2020	BUY	N/A	7,578 Added 23.85%	39,358 $4.91 Million
Q3 2019 May 28, 2020	SELL	N/A	-3,513 Reduced 9.95%	31,780 $3.8 Million
Q2 2019 May 28, 2020	BUY	N/A	3,204 Added 9.98%	35,293 $4.06 Million
Q1 2019 May 28, 2020	BUY	N/A	10,289 Added 47.2%	32,089 $3.52 Million
Q4 2018 May 28, 2020	BUY	N/A	21,519 Added 7658.01%	21,800 $2.14 Million
Q3 2018 May 28, 2020	BUY	N/A	281 New	281 $31,000

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

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